Streamline Client Management with SmartOffice® SmartView
Watch a demo video of SmartOffice® SmartView for Advisors.
Key Features of SmartOffice® SmartView
Live Case Status and Underwriting Updates
- Two viewing modes: Case Status for simplicity and SmartOffice Pro View for advanced customization.
- Immediate access to case details such as premiums, risk class, and underwriting status.
- Dashboard with reporting capabilities for performance tracking.
Empower Advisors with Self-Service Access
- Secure access from anywhere, anytime.
- Customizable dashboards to suit individual preferences.
- 24/7 availability, eliminating the need for frequent staff inquiries.
Benefits of SmartOffice® SmartView
With SmartView, financial advisors no longer need to rely on time-consuming calls and emails to get updates. The platform offers a reliable, user-friendly solution that enhances service quality while driving operational efficiencies. Take control of your data, empower your advisors, and elevate client satisfaction with SmartView for Advisors.
Experience The Assurance Ally Difference
If you’re ready to leave behind the impersonal, same-old world of IMOs, Assurance Ally is here to help. Join an IMO that values collaboration, innovation, and your success…a true Ally.
